Peter Aiksnoras
Peter Aiksnoras is a registered investment advisor at Compass Financial Management LLC, based in Oxford, CT, with 37 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,350 clients with $520M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fee Estimator
Location
Oxford, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter is an independent contractor selling life, accident/health, variable annuities, and variable life insurance, dedicating about 10-20% of his time to this. He also holds treasurer and board member positions in several organizations, and volunteers as a financial educator.
Employment History
Current Registrations
Compass Financial Management LLC
Previous Registrations
Securities America, INC.Broker
Questar Capital CorporationBroker
Colorado Financial Service CorporationBroker
American Classic Securities, INC.Broker
C C F Investments, INC.Broker
The Leaders Group, INC.Broker
Commonwealth Financial NetworkBroker
American Classic Securities, INC.Broker
First American National Securities, INC.Broker
State Registrations1 state
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